Development of a Partner Portal with Merchant Management Capabilities for a SaaS CRM Provider

Our client faces tight development timelines and a need to rapidly prototype a partner portal that allows partners to view and manage merchant information. The existing process lacks an integrated system for merchant onboarding, data management, and action-taking, which hampers partner efficiency and growth potential under strict deadlines.

A mid-sized SaaS company specializing in AI-powered CRM solutions that serve small to medium-sized businesses. The company operates a partner channel model to distribute their software to end merchants.

• Develop a minimum viable product (MVP) of a partner portal within a 1-month timeframe to facilitate immediate partner engagement and operational management.
• Enable partners to view, add, filter, and sort merchant data through a user-friendly dashboard.
• Implement an upload feature for bulk merchant data updates via file upload interface.
• Ensure the portal supports reliable, secure, and scalable system architecture to sustain growth and data integrity.

• Merchant management form for adding and editing merchant details.
• Dashboard displaying a paginated, sortable, and filterable list of merchants.
• File uploader allowing bulk uploads and updates of merchant data.
• Responsive UI based on UI mockups for streamlined user experience.
• Backend support for data storage, retrieval, and processing.

• Rapid deployment within a 1-month timeline
• System reliability and uptime to support partner operations
• Secure data handling and user authentication
• Scalable architecture to support future growth

The implementation of the partner portal is expected to enable partners to efficiently manage merchant relationships, leading to improved partner engagement and operational efficiency. The MVP approach ensures rapid go-to-market, supporting immediate business needs and providing a foundation for scalable, ongoing development.